VISUAL PLANNING 5.3 DOCUMENTATION

Import using service

This page describes how to launch an import via service.

The parameters of the other triggers are available on the following pages:

cf. Triggers for Import/Export

DEFINITION

A Service import allows to launch, at a defined frequency, an import of datas into VISUAL PLANNING.

This feature concerns:

With this feature, it is possible to regularly execute predefined Import contexts.

This feature runs with:

  • a *.CSV file,
  • a *.XLS file,
  • or a database.

REQUIREMENTS

Technical requirements

This feature is only available for VISUAL PLANNING ENTERPRISE 5.2

Functional requirements

The service import needs:

  • To prepare the file or the database source,
  • To define an import context.

cf. Import Resources
cf. Import Events

SETTINGS

Service import settings

To set a service import, go to the Global settings > Left-Click on an import context.

This context can belong to resources or events.

The lower part is then activated:

To know more about these features, go to Import Resources or to the Import Events.

Only the following features concern the services of the context:

Activated

This checkbox enable the service of the import context.

Triggers

The triggers define:

  • the frequency of the import,
  • the source file (if the import is made from a file),
  • the action to do on the file after the import (if the import is made from a file).

By clicking on the button on the right , the following window appears:

This window defines the list of the services of the import context.

It means that the same import context can be launched as many times as necessary.

Frequency

There are two types of frequency:

  • Every day at a defined hour
  • Every … at a defined hour (For instance : Every Monday)
  • Every X minutes
Information
  • If the frequency was defined as Every day, precise the hour,
  • If the frequency was defined as Every minute, precise the number of minutes.
File

If the import is made from a *.XLS or a *.CSV file, precise the address of the file that must be used by the service.

Unlike the path defined in the import context, the file must be accessible from the server.

Action

Finally, define the treatment to do on the imported file after the import.

  • Delete : It definitely deletes the imported file,
  • Archive : It renames the file with the mention OLD,
  • None : Any treatment is done on the imported file.

USE

The service import of datas into VISUAL PLANNING does not require any particular purpose.

The final user will have his data directly modified without any action, transparently.

The history of the event or the resource store the name of the context as the user name.

For services to work, it is necessary to activate the following elements.

These actions must be done by the administrator:

  1. The VISUAL PLANNING server must be running.
  2. The service trigger of the import context or export context must be enabled: cf. Activated
  3. The import and export services of the planner must be activated: (Admin Center> Right-click on the planner> activate Import Service / export) cf. Management of the planners
  4. The import and export services of the application must be enabled: cf. Management of the services
Print/export
Languages
Translations of this page: